This training deck is designed for Sales Representatives and covers the end-to-end process of refining AI-recommended call plans generated by the Digital Twin feature in CEX360.

https://docs.google.com/presentation/d/1Ez_TiYpJKBuM1_qmFYRYGrxucqkao0QE/edit?usp=sharing&ouid=100633288464782714566&rtpof=true&sd=true

Topics Covered

• Understanding the Digital Twin AI recommendations
• Navigating the Adapted Plan workspace (Status, Capacity, Customers, Summary tabs)
• Reviewing the auto-populated customer list and personalised frequencies
• Adding and removing customers with mandatory reasons
• Adjusting call frequencies and understanding colour indicators
• Using filters including the new Recommended = Yes filter
• Reviewing Plan Statistics and Change Overview dashboard
• Using the Change Details and Plan vs Guidance sub-tabs
• Submitting and reopening the plan

Audience

Sales Representatives (Reps)

Year

2026